Welcome


We work with high net worth clients. We act for individuals, families, professionals, business owners, retirees and pre-retirees, and companies engaged in the agriculture and fishing industries, among others.


Investable asset size is just one of several factors involved when we enter into a new relationship. Accordingly, we welcome the opportunity to talk with young professionals with whom we can build a robust client partnership offering long-term wealth building opportunity and significant potential asset growth.

Latest news


Keeping you up-to-date & informed

The Wine Lab: Canada’s next great wine region is Nova Scotia

The Ritcey Report

June 22, 2018

‘Burgeoning N.S. wine industry embraces cool temperatures, rocky soil to make award-winning wines’ – so went a headline in The Canadian Press (March 30, 2016) leading into a story by Melanie Patten1 about N.S. wines. Improbable? Not really.

Ms. Patten went on to state, perhaps a shade optimistically: ‘Past the rocky, ocean-battered coastline of Nova Scotia is an unlikely tale of success: a burgeoning wine industry producing palate-pleasers that connoisseurs say can rival what Champagne, France, has to offer.’ Our provincial government seems to share Ms. Patten’s enthusiasm.

Government invests in Wine Lab

Last June, agriculture minister Keith Colwell2 joined industry guests at a grand opening at Acadia University in Wolfville. He announced an additional investment of $916,750 for the Acadia Laboratory for Agri-food and Beverage – the so-called Wine Lab.

Read More…

Cider and the Annapolis Valley

The Ritcey Report

June 19, 2018

Cider is a beverage that people who live and work in or near the Annapolis Valley take – perhaps inevitably – very much for granted. Made from the fermented juice of apples, the growing of this delectable fruit in Nova Scotia can be traced back more than 400 years to the arrival of the first French settlers near today’s Annapolis Royal.

$13 million + annual apple crop

Nova Scotia currently produces an annual average of approximately 2.5 million bushels of apples, which is equal to 8% – 9% of the Canadian production1. The farm gate value of Nova Scotia’s annual apple crop is approximately $13 million, based on the most recently available numbers – though it is likely to be considerably higher now.

Read More…


Daily Research

Scotia Wealth Management Portfolio Advisory Group


Your team


Discover the basic principles that we follow

The Ritcey Team – supported by our Wealth Specialists who offer financial, tax, insurance, estate planning and private banking services – our team consists of two dedicated wealth management professionals who have worked together as partners for almost 20 years, David Ritcey and Kate Whynot.


David J. Ritcey

Portfolio Manager

After completing Bachelor of Science and Bachelor of Business Administration degrees from Acadia University, Dave has been with Scotia Wealth Management for the past 25 years. As a licensed Portfolio Manager, Dave has the discretion to make investment decisions on a client’s behalf should a client desire to fully delegate day-to-day portfolio management. He is one of very few Scotia Wealth Management advisors across Canada to have this capability. Read More…

(902) 678-0048 ·   Email David · Connect on LinkedIn


Kate Whynot

Senior Associate

After graduating from Acadia University with a Diploma in Business Administration, Kate began her career at Scotia Wealth Management in May of 1998. She joined The Ritcey Team in July of 1998 and brings with her a broad knowledge of investments and superior skills in servicing clients. Kate handles all administrative issues and assists in the maintenance, and review of client portfolios. Read More…

(902) 678-3285 ·   Email Kate · Connect on LinkedIn


Team of specialists

What we do


We are strategic wealth managers

We offer our clients a uniquely personal wealth building experience based on direct contact with an accessible, competent, and motivated team.Below is a summary of just a few of the services we offer through Scotia Wealth Management.


Wealth management

Wealth ManagementPortfolio development and investment management are crucial elements in wealth building. But they only represent part of the story. We are strategic wealth managers. This means that we consider the total implications of wealth building, from financial and tax strategy, to insurance, estate planning, legacy creation, wealth transfer and more. All are ultimately connected. We can help you see the total picture.

Tax planning*

Tax planningYou worked hard to earn your money and you want to see as much of it as possible work for you. Building and protecting your wealth requires a careful look at your overall financial situation, particularly your own personal circumstances and the tax implications of your investments. By structuring the right mix of investments you can pay less tax and ensure you are receiving optimal risk-adjusted returns. Let us advise you.

Retirement planning

Retirement planningFor some people, retirement means having the financial flexibility to change your daily routine without worrying about your finances. For others, it means sitting back and doing all the things you have wanted to do but never had the time to do. Starting today, we will help ensure that you reach your retirement goals and objectives, based on careful planning and the best possible counsel and advice. Let us help you get going.

Estate planning

Estate planningEstate planning is about life – in the present and in the future. Most importantly, estate planning is about the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial security. Whether your estate is large or of modest value, your estate plan should be part of your total financial strategy and based on solid financial planning principles. We’re here to help. Estate planning is offered through Scotiatrust.


Contact us


How to get in touch with our team

1 Webster Street, Kentville, Nova Scotia, B4N 1H4, Canada

David J. Ritcey · (902) 678-0048 · Email David
Kate Whynot · (902) 678-3285 · Email Kate